Turtle Creek Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$176K Buy
+968
New +$187K 0.01% 403
2025
Q4
Sell
-1,626
Closed -$318K 404
2025
Q3
$318K Buy
+1,626
New +$297K 0.03% 265
2024
Q3
Sell
-658
Closed -$99K 187
2024
Q2
$99K Buy
+658
New +$90.9K 0.02% 167

Other funds holding IYW

Turtle Creek Wealth Advisors's IYW Position: Q1 2026 in Review

Turtle Creek Wealth Advisors opened a new position in iShares US Technology ETF (IYW) in Q1 2026: 968 shares worth $176K. The stake represents 0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: Turtle Creek Wealth Advisors previously reported a position in IYW as recently as Q3 2025.

Turtle Creek Wealth Advisors first reported a position in IYW in Q2 2024 and has held it in 3 quarters since. The position peaked at $318K in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Turtle Creek Wealth Advisors held 968 shares of iShares US Technology ETF worth $176K as of Q1 2026.
  • iShares US Technology ETF was a new Turtle Creek Wealth Advisors position in Q1 2026.
  • iShares US Technology ETF made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #403 holding.
  • Turtle Creek Wealth Advisors first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 3 quarters since.
  • Turtle Creek Wealth Advisors's iShares US Technology ETF position peaked at $318K in Q3 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.